Mexico requires standardized CFDI 4.0 invoice data before email delivery. Everhour supports rate-based billing behind the invoice.
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Use this page to prepare the invoice details a customer in Mexico expects before the invoice is sent by email. The practical goal is a complete CFDI-ready invoice record with issuer data, recipient data, line items, IVA treatment, currency details, and payment terms that match the transaction.
In Mexico, a tax invoice is a Comprobante Fiscal Digital por Internet, or CFDI. SAT states that CFDI version 4.0 has been the only valid version since April 1, 2023. Email delivery can carry the invoice to the buyer, but the invoice itself still needs SAT-compliant fiscal data.
The issuer side needs RFC, name or business name, tax regime, place of issue, and date of issuance. The recipient side needs RFC, recipient name, recipient tax regime, fiscal domicile postal code, and CFDI use. These fields should be checked before sending because CFDI 4.0 relies on exact taxpayer data.
Line items need quantity, unit of measure, description, unit value, amount, and tax object status. A service line might read as consulting services, 10 hours, MXN 800 per hour, MXN 8,000 amount, subject to IVA. The valid CFDI also carries SAT certification details, including the folio fiscal and digital seals.
Mexico's indirect tax is Impuesto al Valor Agregado, or IVA. CFF article 29-A requires transferred taxes to be shown separately by rate where applicable, along with any withheld taxes. The general IVA rate under Mexico's VAT law is 16%, while some transactions are zero-rated, exempt, or subject to special treatment.
Payment timing affects the SAT codes on the invoice. Use PUE with the applicable payment-form catalog code when the invoice is paid in full at issuance. Use PPD with form 99 when payment is deferred or paid in installments. Invoices outside Mexican pesos need the Moneda field and TipoCambio where applicable.
A one-off invoice works for a single sale, a corrected customer request, or a low-volume freelance job. It is enough when you already know the fiscal data, the line items are simple, the IVA treatment is clear, and the email only needs to deliver a finished invoice package.
A managed workflow becomes necessary when billable time, task rates, approvals, and client billing terms feed each invoice. Everhour separates internal cost rates from client-facing billable rates, supports per-person defaults and per-project overrides, preserves dated rate history, and prices billable work by project, member, or task.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
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Email is a delivery method, not the fiscal source of validity. A Mexican tax invoice needs to be a valid CFDI under SAT rules, with the required CFDI 4.0 data and certification details. The buyer can receive it by email, but the invoice record still needs the SAT folio fiscal and digital-seal information.
Check the recipient's RFC, legal name, fiscal regime, fiscal domicile postal code, and CFDI use. SAT identifies those as minimum recipient data for CFDI 4.0. A mismatch in these fields can make the buyer reject the invoice email even when the amounts and services are correct.
Yes, where IVA applies. Mexico uses Impuesto al Valor Agregado, and CFF article 29-A requires transferred taxes to be shown separately by rate where applicable, along with any withheld taxes. The general IVA rate is 16%, but the correct tax object and tax line depend on the transaction.
Use PPD with payment form 99 when payment is deferred or made in installments. Use PUE with the applicable payment-form catalog code only when payment is made in full at issuance. Mixing these codes creates a practical collection and accounting problem for both seller and buyer.
A seller-created invoice number is not a substitute for the CFDI folio fiscal. A valid CFDI carries the folio assigned by SAT and digital seals used for certification and verification. The email should reference or attach the fiscal invoice record, not only a branded PDF with an internal number.
Everhour separates cost and billable rates, so internal labor cost and client-facing charges stay distinct. Teams can set default per-person rates, override rates by project, preserve dated rate history, and price work by project, member, or custom task rate before billing begins.
Everhour turns tracked billable time and expenses into client invoices. Users can select uninvoiced time and expenses, preview the invoice breakdown, group line items by project, task, person, or date, and keep non-billable work out of the amount due.
Use Everhour to maintain billable rates, project overrides, and dated rate history before invoices are created, so client billing reflects the agreed commercial terms.
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